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Security

Financial data deserves serious protection

AccountsDash is designed with security and governance in mind from the ledger up — isolation, permissions, audit and human oversight are structural properties, not settings.

Practices

How your books are protected

Tenant isolation

Your company's data is isolated — never blended with anyone else's, never used to serve other customers.

Role-based access

Permissions by role, company and module — people see exactly what their job requires.

MFA & authentication

Multi-factor authentication and modern session controls on every account.

Encryption

Data encrypted in transit; sensitive data protected at rest.

Audit logs

Every entry, change, approval and AI action leaves an immutable, reviewable trail.

Backups & governance

Routine backups, data-retention controls and clear data ownership: your books are yours.

AI governance

AI recommendations. Human control.

In financial software, AI must be accountable. Every AI step in AccountsDash runs through the same pipeline — visible, approvable and audited.

  1. 01

    AI analysis

  2. 02

    Recommendation

    Reasoning shown

  3. 03

    Confidence

  4. 04

    Human review

  5. 05

    Approval

  6. 06

    Action

  7. 07

    Audit trail

A note on certifications: we do not display compliance badges we have not earned. As formal certifications are completed they will be listed here with their scope. Until then — designed with enterprise security and governance in mind, and happy to walk your security team through the architecture in detail.

Bring your security questionnaire

We will answer it straight — what is built, what is planned, and what is not there yet.